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Partner Directory

AblyPro
At AblyPro, we don’t just implement Salesforce and Certinia (formerly FinancialForce)—we make them work for you in ways that drive real business impact. As a trusted partner in Salesforce, Certinia, AI-powered solutions, and Microsoft Dynamics 365, we specialize in tailoring technology to fit your unique processes, ensuring seamless automation, smarter decision-making, and measurable growth. Our expertise spans across industries, helping businesses optimize their financial operations, streamline project management, and enhance customer engagement. Whether it’s through managed services, custom development, or AI-driven insights, we empower teams to work more efficiently and focus on what matters most—innovation and success. But what truly sets us apart? It’s our people. Our team of certified experts brings deep industry knowledge and a problem-solving mindset to every engagement. We don’t just deliver solutions—we partner with you to continuously improve and evolve your ecosystem.
Customer Success Automation/AI
Professional Services Automation/Project Monetization
Service Providers
Accelo
Accelo is a leading Professional Services Automation (PSA) platform designed to help service organizations accelerate the delivery of exceptional work. Its unparalleled configurability enables seamless alignment with your unique business processes, integrating essential components of traditional PSA solutions. By uniting operational data, project work, and real-time communications in one platform, Accelo provides complete visibility and contextual insights, empowering managers with early issue detection and improved project financials. Accelo combines expertise, technology, and innovation to support teams in their growth and maturity journeys, making it a strategic partner for profitable and scalable success.
Professional Services Automation/Project Monetization

Brightspot
At Brightspot our Content Management Platform is specifically designed to deliver on the critical capabilities required across a variety of content-centric use cases, as we sit at the center of any composable digital experience. On the left you’ll see a selection of our key capabilities - Hybrid technology to support flexibility, Automation & Workflows to make your processes easier, a front-end design system for a consistent, developer-free front-end experience, and AI to optimize your content and make it easier for you to find what you need.
Support Automation/AI

Certinia
Certinia is the platform for services businesses — offering a best-in-class Professional Services Automation tool, allowing a services business to effectively optimize services delivery, finance and customer success. Built natively on the Salesforce Platform, Certinia enables companies to operate from a connected platform, with intelligence, ultimately driving profitability — all while using the customer account as the object of record throughout the customer journey, from opportunity to renewal.
Customer Success Automation/AI
Coveo
Coveo is a leading enterprise AI platform that empowers organizations to deliver personalized and connected digital experiences at scale, making it an indispensable tool for CX executives. As customer expectations rise, Coveo leverages AI and Generative AI to create seamless, end-to-end journeys across all touchpoints, from self-service to contact centers. By unifying access to relevant content and delivering contextually tailored information, Coveo enables customers to easily find answers from a single source of truth while supporting agents with the precise information they need. Trusted by industry leaders like Dell, SAP Concur, Adobe, and Salesforce, Coveo drives significant improvements in customer satisfaction, reduces operational costs, and enhances service efficiency through its advanced AI capabilities and robust analytics.
Generative AI
Knowledge Management/Search
Gainsight, Inc.
Gainsight helps businesses unleash the full potential of their customers with one comprehensive suite of products, including Customer Success, Customer Communities, Customer Education and Product Experience. It’s never been easier to scale your business, grow your revenue, and retain your customers.
Customer Success Automation/AI


Higher Logic
Higher Logic is the leading online community and engagement platform designed to help organizations build meaningful connections with their customers and members. Our powerful, cloud-based software enables brands to create dynamic, branded communities that drive engagement, enhance collaboration, and provide self-service resources—all while reducing support costs and strengthening customer loyalty. With advanced features like discussion forums, Q&A, ideation, federated search, gamification, analytics, and seamless integrations, Higher Logic empowers organizations to scale engagement, improve retention, and turn their audiences into active, thriving communities.
Customer Communities/Collaboration

Inbenta
Inbenta leverages over two decades of expertise to help companies unify data, simplify operations, and enhance customer satisfaction through value-driven AI-solutions. Grounded in the belief that AI success starts with data, Inbenta helps businesses break down silos, centralize knowledge, and unlock real-time insights for smarter decision-making. Built on proprietary AI that combines Conversational and Generative technologies, Inbenta AI leverages the industry's only patented Semantic Lexicon that combines universal, industry-specific, and client-specific language for near-perfect accuracy. Inbenta AI offers a suite of products including Chat, Assist, Learn, Search, and Knowledge, which can be applied to various use cases across diverse industries. At the heart of Inbenta’s offering is a fully integrated AI ecosystem that includes scalable AI Agents, seamless AppHub integrations, patented Composite AI technology, omnichannel UX, and real-time advanced analytics.
Customer Experience/Sentiment Analysis/Health Scores
Customer Learning Technology
Customer Success Automation/AI
eCommerce
Generative AI

Intellum
At Intellum, we believe that learning should drive measurable business growth. That’s why the Intellum Platform helps the world’s most innovative companies, like Amazon, Google, Meta, X (Twitter), and Verizon, turn customer and partner education into deeper engagement and increased revenue. Whether you’re onboarding new customers, certifying partners, or delivering product education, Intellum empowers organizations to design scalable, personalized learning experiences that lead to real business outcomes. Built on decades of experience, the Intellum Platform gives you complete control over every aspect of your learning initiatives. With our all-in-one solution, you can create, manage, and continuously improve your educational programs—ensuring that your audiences stay engaged, informed, and connected to your brand. Our platform is designed to meet the demands of large, fast-moving companies by delivering a seamless, data-driven learning experience that grows with you.
Customer Learning Technology

Klient PSA
Klient PSA is an all-in-one Professional Services Automation solution built natively on Salesforce. It streamlines project management, resource planning, time tracking, billing, and revenue recognition.
By keeping everything inside Salesforce, Klient PSA provides a seamless, secure experience with real-time visibility and automation to optimize project delivery. Teams can collaborate more effectively, accelerate cash flow, and ensure projects stay on time and budget. Unlike traditional PSA tools, Klient PSA works where your business already operates—inside Salesforce. With intuitive workflows, powerful analytics, and expert guidance from Klient Advisors, organizations gain structure and efficiency from day one. For consulting firms, SaaS companies, and professional services teams, Klient PSA delivers the insights and automation needed to scale operations and drive profitability.
Manage all your projects in Salesforce with Klient PSA.
Professional Services Automation/Project Monetization
Workforce Management/Scheduling
LearnExperts
We are the team at LearnExperts and we have a vision to help transform the world’s information into learning. To help meet this vision, we are changing the learning industry by combining technology with human intelligence so we can help more people and companies turn the information they already have into content for their learning and training programs. To fulfill our mission to make it easier and faster to create learning content that looks just like an expert built it, we built a product called LEAi (LearnExperts Artificial Intelligence). This innovative tool significantly reduces the time it takes to create the content for courses and applies best practices so every course is consistent, well-structured and looks just like an expert built them.
Customer Learning Technology
Generative AI
Sales Enablement/Effectiveness

NIIT (USA), Inc.
Established in 1981, NIIT MTS offers Managed Learning and Strategic L&D Consulting Services to market-leading companies across 30 countries.
Trusted by the world’s leading companies, we provide high-impact managed learning and consulting solutions that weave together the best of learning theory, technology, operations, and services to enable a thriving workforce.
Adoption/Consumption Analytics
Customer Learning Technology
Employee Satisfaction/Employee Engagement
Generative AI
Neuron7.ai
Neuron7.ai helps service organizations diagnose and resolve issues more effectively, at scale, with AI-powered service intelligence solutions.
Knowledge Management/Search

Nirvana Consulting Company LLC
Nirvana Consulting is a Chicago based business transformation firm specializing in Agentic AI and intelligent automation to help organizations achieve operational excellence and innovation at scale. We enable businesses to move beyond traditional automation by implementing AI-driven systems that learn, adapt, and make autonomous decisions, unlocking new efficiencies and competitive advantages. Our expertise spans AI integration, Robotic Process Automation (RPA), and process optimization, allowing enterprises to streamline workflows, enhance decision-making, and drive sustainable growth. By combining cutting-edge technology with strategic execution, we empower businesses to transform into agile, AI-powered enterprises ready for the future. Join us in reshaping the digital landscape—where AI doesn’t just assist but actively drives business transformation.
Customer Success Automation/AI
Generative AI
Renewal and Expand Selling Automation/AI
Support Automation/AI

Printfection
Printfection is the ultimate swag management platform for marketing, customer success, and sales teams. Elevate your brand and streamline your initiatives with a comprehensive solution where you create, warehouse, and distribute high-quality branded merch to engage customers and prospects (save some for employees, too)! Drive lead generation, boost brand awareness, and foster customer loyalty through powerful direct mail campaigns, memorable rewards, and seamless event coordination. With Printfection, you can optimize your campaign efforts and leave a lasting impression.
Customer Experience/Sentiment Analysis/Health Scores
Employee Satisfaction/Employee Engagement
Sales Enablement/Effectiveness
Service Providers

REEF
Reef.ai is pioneering the future of customer retention and growth through Outcome-Based Scoring—AI/ML models tailored to specific revenue outcomes like full churn prevention, product churn, upsell, cross-sell, and expansion. Instead of relying on generic customer health scores, which are often vague and difficult to act on, Reef.ai provides clear, data-driven insights that lead to measurable revenue results in as little as 1-2 quarters. By applying machine learning to structured customer data—CRM account, contract, and financial metrics; product usage, engagement and key event data; and support tickets—Reef proactively identifies predictive patterns and operationalizes those insights by delivering alerts and recommended actions through the Reef.ai app, SFDC, or Customer Success Platforms (CSPs), allowing revenue teams to engage accounts at the right time with the right strategy.
Customer Experience/Sentiment Analysis/Health Scores
Customer Success Automation/AI
Renewal and Expand Selling Automation/AI

Renewtrak
Renewtrak is a fully managed, white-label renewals platform delivered as-a-service. Our business model is 100% focused on delivering successful financial outcomes for clients rather than simply actions, activities, and output. Renewtrak has fully embraced client business outcomes through an innovative commercial model centred on a 'no-win-no-fee' structure with no up-front investment required other than an investment of a little bit of time, brainpower, and effort. In other words, if clients don't see positive, measurable economic outcomes then they pay nothing. The service that Renewtrak provides allows clients to simplify, automate, and improve renewal rates for service, support, maintenance, and licensing agreements of all types. Pursuing renewals of all values (e.g. 'long-tail' high-volume, but lower dollar value, renewals), Renewtrak delivers incremental profit, cash flow, and revenue to clients, with no incremental increase in their cost of operations. Clients include technology vendors, distributors, systems integrators, and service providers. In addition to reducing the cost of pursuing and managing renewals, Renewtrak clients gain increased knowledge/awareness about their customers along with up-sell and cross-sell opportunities.
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Rocketlane
Rocketlane is the #1 rated, modern PSA platform that helps teams manage client projects end-to-end, improve project predictability and profitability.
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ServiceMax
Transforming the Field Service Software Industry ServiceMax, Inc. is the only company that offers a complete on-demand field service solution built on the most trusted SaaS platform - the Force.com Platform. The company launched its ServiceMax Suite, the first complete on-demand field service solution, in summer 2008. The solution quickly won the Million Dollar Challenge Award at Dreamforce 08 and was recently named the Best Service & Support App of 2008 on the Force.com AppExchange. ServiceMax provides technology and expertise to customers who deliver post-sales support and field service to drive revenue, control costs, and sustain a competitive edge. Customers include large enterprises like BioRad and Pentair and smaller companies like Everyday Wireless and Punch Graphix. ServiceMax is headquartered in Santa Clara, California. Maxplore provides ServiceMax, a comprehensive service chain and field service management solution built entirely on the Force.com platform. ServiceMax dovetails into the Salesforce CRM Call Center application to drive all aspects of post-sales service delivery and management, including entitlement verification, configuration management, field service engineer management, dispatch management, service inventory management and depot repair. Customers using ServiceMax inherit the security, customization, integration and other benefits of the Force.com platform as well as the reliability, scalability and availability of salesforce.coms trusted global infrastructure.
Support Automation/AI
ServiceNow, Inc.
ServiceNow believes in self help. A provider of cloud-based services to IT departments, the company serves the financial services, IT services, and health care industries, among others. ServiceNow offers software and services that help IT organizations automate and integrate various enterprise technologies. Its cloud-based software works across operating systems, servers, networking equipment, PCs, mobile devices, and other technologies to facilitate workflow automation, data consolidation, and administration of organizations' business processes. Customers also use its platform to create custom applications for automating processes unique to their organizations. Founded in 2004, ServiceNow went public in 2012.
Support Automation/AI
SupportLogic
Next-Gen Support Experience Management
Customer Success Automation/AI
Support Automation/AI

TheLoopsai, Inc.
TheLoops support operations provide data and process automations that give support leaders a mission control center and increase agent productivity.
Customer Success Automation/AI
Support Automation/AI

Totango
Totango is the fastest growing, most trusted Customer Success company in the world. Totango’s modern software platform helps businesses of all sizes run, orchestrate, and optimize their customer engagement across the entire customer journey, delivering experiences users crave and business results at scale. Over 5000 businesses from start-ups to the fastest-growing enterprises like Zoom, SAP, and Google use Totango to get real-time access to customer health, stay alerted to risks and opportunities, and engage proactively and intelligently with their customers to drive evaluation, onboarding, product adoption, renewal, revenue growth, and advocacy.
Customer Success Automation/AI

Zoma
Zoma AI is an AI-powered scoping platform designed for Professional Services teams, helping bridge the gap between project promises and reality.
By automating and optimizing project scoping, Zoma AI enables services teams to accelerate deals, improve accuracy, and drive profitability.
Trusted by top tech companies, Zoma AI streamlines project estimation, ensuring seamless alignment between sales and delivery teams.
With a growing community of Professional Services leaders, Zoma AI is redefining how services organizations scope and deliver projects.
Adoption/Consumption Analytics
Configure Price Quote (CPQ)
Generative AI
Integration Platforms as a Service (iPaaS)
Renewal and Expand Selling Automation/AI